Switching a Shopify loyalty program from Marsello to Rivo requires careful data preparation, program mapping, testing, and launch planning. Rivo documents migration support for transferring customer points and VIP tiers, but the timeline and exact data scope depend on the complexity of the merchant’s current Marsello program. Merchants should confirm whether historical transactions, referral records, reward states, and other program data can be transferred before beginning the migration.
Rivo also publishes aggregate performance figures, including a 52x loyalty-program ROI and a 3.1x repeat-purchase-rate comparison across selected customer results. These figures are company-reported and should not be treated as guaranteed or typical outcomes for a merchant switching from Marsello.
Key Takeaways
- Rivo provides documented migration services for transferring customer points and VIP tiers.
- Migration time varies according to data volume, program complexity, integrations, customization, stakeholder approvals, and testing.
- Rivo currently lists Free, Essential, and Scale self-service options, an Accounts product, and Custom configurations.
- Rivo says all plans include access to customer support through email and chat, while higher-tier arrangements may include additional support options.
- Rivo supports multiple checkout, post-purchase, and customer-account extensions for eligible Shopify Plus stores using Checkout Extensibility.
- Published ROI and repeat-purchase metrics represent selected, company-reported results rather than guaranteed merchant outcomes.
Why Shopify Plus Brands Consider Migrating Loyalty Programs to Rivo
Merchants generally evaluate a loyalty-platform migration when their existing program no longer meets their requirements for customization, Shopify integration, reporting, support, or broader retention functionality.
Pricing and Plan Structure
Rivo’s current documentation describes Free, Essential, and Scale self-service options, a separate Accounts product, and Custom configurations that may combine Loyalty, Referrals, Memberships, and Accounts. Scale is publicly marketed from $49 per month, but merchants should review the current pricing page for order limits, included products, support entitlements, integrations, and developer access.
Marsello currently lists Loyalty Launch, Loyalty Accelerate, and Enterprise plans. Its official documentation says pricing is based on connected sites and enabled add-ons, while its loyalty landing page advertises plans starting from $60 per month and a 14-day free trial.
Because the two platforms structure pricing differently, merchants should compare the complete monthly cost for their number of stores, order volume, integrations, onboarding needs, and required products rather than comparing entry prices alone.
Support Options
Rivo says its plans include access to customer support by email and chat. Higher-tier or custom arrangements may also include Slack Connect, dedicated success support, onboarding services, or faster-response options. Exact availability and response expectations should be confirmed in the written proposal.
Merchants should ask both vendors to document support hours, escalation paths, launch coverage, response targets, technical ownership, and post-launch assistance before making a decision.
Shopify-Focused Architecture
Rivo is built for Shopify and Shopify Plus merchants. It integrates with Shopify Flow, Shopify POS, customer accounts, and Shopify’s checkout-extension framework.
Rivo’s checkout extensions can support loyalty redemption, store credit, cashback messaging, referral actions, account activation, wallet passes, and membership-related actions. These extensions require Shopify Plus and Checkout Extensibility, and some also require the corresponding Rivo product to be enabled.
Merchants should compare the exact functionality available in their current Marsello configuration rather than assuming that every Shopify integration is exclusive to one platform.
Comparing Marsello and Rivo: Important Technology Considerations
Checkout Integration
Rivo provides checkout, post-purchase, and customer-account extensions for eligible Shopify Plus merchants. Depending on the program configuration, logged-in customers may be able to redeem fixed rewards, apply previously redeemed reward codes, use store credit, view points or cashback they may earn, activate an account, or install a wallet pass.
Standard points redemption may deduct points and apply an eligible Shopify discount code. Store credit and currency-style balances follow different redemption methods. Merchants should test discount compatibility, login requirements, country restrictions, free-product behavior, and extension placement before launch.
Baymard’s aggregated research places average online cart abandonment at roughly 70%, although abandonment has many causes. A checkout loyalty extension should therefore be evaluated through merchant-specific testing rather than assumed to improve conversion automatically.
Performance and Page Speed
Any loyalty platform can affect storefront performance depending on its implementation, the merchant’s theme, installed apps, scripts, tracking tools, and customer-facing components.
Rivo uses Shopify-compatible app components and integrations, but merchants should test storefront performance in their own production-like environment. Useful checks include Core Web Vitals, script execution, app-block loading, mobile performance, checkout behavior, and interactions with existing personalization or analytics tools.
Older Google mobile research found that bounce probability increased as page-load time rose. However, merchants should use their own current performance data rather than relying on an older industry statistic to predict the impact of a loyalty app.
Developer Flexibility
The Rivo Developer Toolkit includes REST API, JavaScript capabilities, webhooks, and Shopify metafield integrations. Rivo also publishes integrations with Shopify Flow for low-code workflows.
Developer access, available endpoints, rate limits, support, and usage restrictions may vary by plan or custom agreement. Merchants should request current API documentation and confirm the following before signing:
- Required endpoints and write operations
- Authentication methods
- Rate limits and burst limits
- Webhook delivery and retry behavior
- Sandbox or development-store access
- Service expectations
- Data-export options
- Versioning and deprecation policies
Rivo’s built-in features may cover many standard loyalty and referral use cases, while its developer tools can support additional customization. The implementation effort still depends on the merchant’s requirements and technical stack.
Personalization Capabilities
Rivo integrates with Klaviyo and other marketing tools. Merchants can use available loyalty-profile data, customer attributes, tier information, and program events in segmentation and campaign workflows.
The level of personalization depends on the fields synced, the customer’s consent status, the merchant’s campaign logic, and the capabilities of the connected marketing platform. Merchants should confirm the exact profiles, events, historical data, and update frequencies available through each integration.
Seamless Migration from Marsello to Rivo: A Step-by-Step Guide
Pre-Migration Checklist
Before starting the switch, ask Marsello for the data exports available under your account and contract. Relevant fields may include:
- Customer identifiers
- Current points balances
- VIP tier assignments
- Reward states
- Referral records
- Historical earning and redemption transactions
- Program rules
- Tier thresholds
- Active campaigns
- Consent and communication fields
Rivo explicitly documents migration support for customer points and tiers. Do not assume that all other fields can be transferred until Rivo has reviewed a sample export and supplied a written field map.
Document the current program structure, including earning rules, redemption rules, exclusions, expiration policies, tier qualification windows, referral conditions, fraud controls, and customer communications.
The Migration Process
Step 1: Install Rivo from the Shopify App Store
Install Rivo and review the permissions it requests. A basic installation may not require custom development, but a complete implementation can involve theme work, checkout extensions, integrations, data migration, and quality assurance.
Step 2: Review Customer Accounts
Confirm whether the store uses classic Shopify customer accounts, new customer accounts, or an approved Multipass configuration. Rivo supports classic and new Shopify customer-account experiences, but login behavior and available authentication methods depend on the store’s setup.
Step 3: Map and Import Data
Rivo supports bulk CSV point-balance adjustments and provides migration services for transferring customer points and tiers. Before importing production data:
- Match customers using an agreed identifier.
- Normalize dates, currencies, and number formats.
- Identify duplicate or missing records.
- Define how negative, expired, or pending balances will be treated.
- Confirm whether tiers will be imported directly or recalculated.
- Preserve the original export for reconciliation.
- Test with a limited sample before the full import.
Historical transactions, referral data, active rewards, and other Marsello-specific records should be treated as separate migration items and confirmed explicitly.
Step 4: Configure Program Rules
Configure earning methods, redemption rules, expiration policies, VIP qualification logic, and exclusions. Rivo Loyalty supports points for purchases and engagement, fixed and percentage rewards, free shipping, free products, VIP tiers, and custom actions.
Implementation time varies. Merchants with multiple currencies, markets, subscription products, point-expiration logic, custom earning actions, or complex tier rules should allow additional time for configuration and testing.
Step 5: Customize Branding
Rivo supports branded loyalty experiences, customizable messaging, translations, and a landing-page builder. Depending on the selected product and plan, additional customization options may be available.
Confirm whether the selected package includes custom CSS, custom fonts, design services, reusable theme blocks, and the number of design revisions.
Step 6: Test and Launch
Test the migration in a controlled environment before making the program visible to customers. Validation should cover:
- Imported balance totals
- Customer-level balance samples
- VIP tier assignments
- Earning and redemption rules
- Expiration behavior
- Discount compatibility
- Shopify POS
- Customer accounts
- Checkout extensions
- Referral attribution
- Email and SMS events
- Subscription integrations
- Refunds and cancellations
- Fraud controls
- Reporting and revenue attribution
Rivo offers migration services for points and tiers. Merchants should confirm whether the service includes transformation, reconciliation, rollback planning, post-launch monitoring, and correction of rejected records.
Designing Your New Loyalty Program with Rivo's Features
Points-Based Rewards
Rivo Loyalty supports configurable earning opportunities such as purchases, account creation, social actions, birthdays, email or SMS subscriptions, product reviews through supported integrations, referrals, custom actions, and selected URL visits.
Available rewards include fixed discounts, percentage discounts, free shipping, and free products. Rivo also supports VIP qualification based on spend, order count, or points earned, along with points-expiration options.
Merchants should verify any plan limits affecting earning rules, rewards, VIP tiers, translations, integrations, expiration methods, and customer volume.
Bain research frequently cited by Harvard Business Review found that a 5% increase in customer retention was associated with profit increases ranging from 25% to 95% in the companies studied. This is not a guaranteed result of implementing a loyalty program, and actual economics depend on margin, purchase frequency, discount cost, reward liability, and customer behavior.
VIP Tier Programs
Rivo supports VIP tiers based on spending, order count, or points earned. Merchants can use tiers to offer differentiated earning rates, rewards, communications, and benefits.
Possible benefits may include bonus points, exclusive discounts, early access, free shipping, birthday rewards, or product access, depending on the merchant’s configuration and Shopify setup.
Confirm the number of supported tiers, qualification windows, downgrade logic, tier-expiration behavior, benefit automation, integration fields, and plan limits before migration.
Cashback Programs
Rivo Cashback allows merchants to reward eligible customers with store credit that can be used on a later purchase. Rivo describes this as ledger-backed store credit rather than a traditional points discount.
Cashback can create a return incentive, but the program should be modeled carefully. Merchants should evaluate margin, expiration, refund treatment, accounting, customer eligibility, cross-border restrictions, stacking behavior, and the difference between promotional credit and Shopify-native store credit.
Fraud Protection
Referral and loyalty programs should include controls that address self-referrals, duplicate accounts, invalid orders, refunds, cancellations, suspicious sharing patterns, and reward issuance before fulfillment.
Rivo provides referral validation and fraud-control options, but merchants should ask for current documentation covering the exact controls they need. Important questions include:
- Which identifiers are evaluated
- Whether household or IP-based rules are configurable
- How false positives are reviewed
- When rewards are approved
- How refunded or cancelled orders are handled
- Whether customers can be blocked or reinstated
- Which controls are included in each plan
Analytics and Reporting
Rivo provides program analytics and customer-engagement reporting. Merchants should confirm the exact reports included in the selected package, including:
- Participation and activation
- Points issued and redeemed
- Outstanding reward liability
- VIP distribution and movement
- Referral performance
- Revenue attribution methodology
- Member and non-member comparisons
- Data-export options
- Lookback windows
- Treatment of refunds and cancellations
Attribution metrics should be interpreted according to their calculation rules. Revenue associated with a loyalty member, reward redemption, referral code, or program interaction does not necessarily represent incremental revenue caused by the program.
Beyond Loyalty: Rivo Referrals, Memberships, and Customer Accounts
Referral Marketing
Rivo Referrals supports branded referral experiences, customer sharing links, referral rewards, and integration with broader loyalty workflows.
Rivo’s HexClad case study documents a tiered referral program in which advocates could earn increasingly valuable gifts. Feature availability should be confirmed for the selected package.
Nielsen research has consistently found that recommendations from people consumers know are among the most trusted forms of marketing. The article avoids using the older 92% statistic because it should not be attributed to newer Nielsen research without identifying the original study and date.
Paid Memberships
Rivo Memberships supports paid membership experiences for eligible Shopify merchants. Depending on the implementation, benefits may include member pricing, discounts, early access, account functionality, and recurring billing.
Rivo provides membership-related checkout and customer-account extensions for eligible stores using Shopify Checkout Extensibility. Merchants should confirm Shopify Plus requirements, payment requirements, billing behavior, cancellation flows, discount stacking, subscription management, and plan availability.
Customer Account Portal
Rivo Accounts supports personalized customer-account experiences and is compatible with Shopify’s new customer accounts.
Official Rivo documentation lists capabilities such as:
- Favorites and wishlists
- Recently viewed and popular products
- Saved carts
- Order tracking
- Returns-related actions
- Customer preferences
- Post-login surveys
- Wallet passes
- Account customization
- Loyalty and referral information
Rivo also publishes integrations with subscription, returns, mobile, support, and marketing platforms. Merchants should verify the exact in-account workflows supported by each integration rather than assuming that every connected app can be fully managed inside the account portal.
Activating Your Customer Base with Rivo Activate and Retain
Rivo Activate
Rivo Activate supports passwordless account activation through eligible customer interactions, including Klaviyo email clicks. Rivo says the product performs security checks and may reject clicks that do not meet its authentication criteria.
Rivo reports that one flagship brand experienced a 500% increase in new daily activated accounts within 30 days. This is a company-reported result from one merchant, not a typical or guaranteed outcome.
Authentication behavior depends on the merchant’s Shopify customer-account setup, optional Multipass configuration, and enabled sign-in methods. Merchants should review security, session duration, shared-device behavior, consent, account matching, failed authentication, and support procedures.
Rivo Retain
Rivo Retain is designed to help merchants keep eligible customers signed in after purchase and create more personalized signed-in experiences.
Rivo markets capabilities including passwordless login and product suggestions. Merchants should confirm which recommendations are native to Rivo, what data they use, how results are measured, and whether additional products or integrations are required.
Pricing and Support: What to Expect When Moving to Rivo
Rivo Pricing Structure
Rivo’s current June 2026 documentation describes several product and plan paths:
- Free, Essential, and Scale self-service options
- A separate Accounts product
- Custom configurations that may combine Loyalty, Referrals, Memberships, and Accounts
Scale is publicly marketed from $49 per month. The live pricing page should be treated as the source of truth for current order limits, product access, integrations, support, onboarding, and developer capabilities.
The previously published Free, Scale, Plus, and Enterprise matrix should not be used without current confirmation. In particular, merchants should not assume that a $499 Plus package, a 2,500-order allowance, full access to more than 150 features, five-times API limits, Slack Connect, dedicated success management, or white-glove onboarding are automatically included unless those items appear in the current proposal.
Rivo says all plans include access to email and chat support. Higher-tier or custom arrangements may provide additional support, onboarding, design, strategy, or developer-access options.
Marsello Pricing Context
Marsello’s official documentation currently identifies Loyalty Launch, Loyalty Accelerate, and Enterprise plans. Marsello says its pricing is based on the number of connected sites and optional add-ons, including Marketing and SMS.
Marsello advertises loyalty plans starting from $60 per month and a 14-day free trial. Merchants should obtain a current quote based on their online store, physical locations, add-ons, contact volume, onboarding, and reporting requirements.
Support Evaluation
Before selecting a platform, request written answers covering:
- Standard support channels and hours
- Escalation procedures
- Launch-day coverage
- Named account contacts
- Technical troubleshooting ownership
- Data-migration support
- Response and resolution targets
- Emergency support
- Ongoing program strategy
- Additional support fees
Do not rely on broad statements that one platform has “responsive” support while another only operates during business hours unless current service documentation supports that comparison.
Published Results from Brands Using Rivo
The following results come from Rivo’s own case studies. They are useful examples, but they are not independent benchmarks or guaranteed outcomes.
Portland Leather Goods
Rivo reports that Portland Leather Goods migrated from Yotpo and tied 17.4% of total revenue to its loyalty program. The case study also states that customer balances were preserved during that migration.
This example supports Rivo’s ability to handle a large loyalty migration, but it should not be presented as the expected result of switching from Marsello.
Partners Coffee
Rivo reports that Partners Coffee migrated its membership program from Inveterate in three weeks. The case study describes the project as a coordinated membership migration rather than a general one-day loyalty setup.
The timeline demonstrates one implementation outcome. A Marsello migration may take more or less time depending on its data, program design, integrations, approvals, and testing.
Kitsch
Rivo reports an 8.7x repeat purchase rate for Kitsch’s top-tier VIP customers, more than one million rewards redeemed, and $5.8 million in revenue attributed to loyalty-program activity.
The official case study does not define the 8.7x comparison as top-tier customers versus non-members, so the metric should be quoted without changing its comparison group.
HexClad
Rivo reports that HexClad generated more than $450,000 in referral revenue during the first 90 days of its referral program. The same case study reports a 92x ROI and a 17% AOV lift among referred customers.
These are company-published case-study results. The case study does not establish that the program had zero acquisition cost or that another merchant should expect the same performance.
Swoveralls
Rivo reports that Swoveralls’ store-credit redeemers had a five-times-higher repeat purchase rate than non-members, a 52.4% repeat purchase rate, and 50% higher lifetime value.
This comparison applies specifically to store-credit redeemers and non-members, not necessarily to every loyalty-program participant.
Why Rivo May Be a Fit for Your Migration
Rivo may be relevant for Shopify and Shopify Plus merchants seeking a retention stack that combines loyalty, referrals, cashback, memberships, customer accounts, store credit, wallet passes, and wishlists.
Potential advantages include:
- Shopify Flow and Shopify POS integrations
- Checkout and post-purchase extensions for eligible Shopify Plus merchants
- VIP tiers and configurable earning and redemption rules
- Bulk point-balance tools and migration services for points and tiers
- Customer-account functionality
- REST API, JavaScript, metafields, and webhooks
- More than 50 published integrations
- Email and chat support across plans
- Optional custom configurations for broader retention requirements
Rivo says more than 9,000 Shopify brands use its platform. This is a company-reported customer count.
Merchants should still compare the required capabilities with their current Marsello program, including omnichannel support, email and SMS functionality, reporting, connected locations, point liability, data portability, and total implementation cost.
Making the Switch: A Platform Built for Shopify Retention
Moving from Marsello to Rivo can give a Shopify merchant access to a broader collection of Shopify-focused retention products. However, a successful migration depends on data quality, field compatibility, program design, integrations, testing, communication, and launch support.
Before committing, merchants should ask Rivo to provide:
- A written migration scope
- A source-to-target data map
- A list of excluded fields
- A reconciliation and validation process
- A feature and integration matrix
- A current pricing proposal
- An implementation schedule
- A support plan
- A rollback or remediation process
- Clear ownership for each launch task
Published case studies show that Rivo has supported migrations and retention programs for large Shopify brands. Those results should be treated as examples rather than promises.
Final Verdict: Is Rivo a Strong Marsello Alternative?
For Shopify and Shopify Plus brands evaluating a switch from Marsello, Rivo offers several capabilities worth considering.
- Shopify integration: Rivo supports Shopify theme integrations, Shopify Flow, Shopify POS, customer accounts, and multiple checkout, post-purchase, and account extensions. Checkout extensions require Shopify Plus and Checkout Extensibility, and individual extensions may require additional Rivo products.
- Migration support: Rivo documents migration services for transferring customer points and VIP tiers, along with bulk CSV tools for adjusting point balances. A Marsello-specific scope should be confirmed directly. Merchants should verify the transferable fields, schedule, responsibilities, validation process, correction procedure, and any service fees before launch.
- Retention products: Rivo offers loyalty, referrals, cashback, paid memberships, customer accounts, store credit, wallet passes, and wishlists. The products included in a merchant’s subscription depend on the selected package or custom configuration.
- Developer flexibility: Rivo publishes REST API, JavaScript, webhook, Shopify metafield, and Shopify Flow capabilities. API availability, endpoints, rate limits, sandbox access, and support may vary by plan.
- Performance claims: Any API volume, uptime, storefront-speed, or authentication-performance figures supplied by Rivo should be treated as company-reported unless they are supported by current audited documentation or incorporated into a service agreement.
- Published pricing: Rivo currently identifies Free, Essential, and Scale self-service options, an Accounts product, and Custom configurations. Scale is marketed from $49 per month. Merchants should consult the current pricing page because order limits, products, integrations, support, and onboarding may change.
- Marsello comparison: Marsello currently uses Loyalty Launch, Loyalty Accelerate, and Enterprise plans, with pricing based on connected sites and optional add-ons. Its loyalty plans are advertised from $60 per month with a 14-day trial. The more economical option will depend on store locations, required marketing tools, order volume, implementation needs, and the total retention stack.
For a reliable decision, request a demo and ask Rivo for a written migration scope, data-field map, feature matrix, integration matrix, pricing proposal, data-validation plan, performance-testing plan, support schedule, and launch timeline. Compare those documents with the merchant’s current Marsello contract and operational requirements.
Frequently Asked Questions
How long does it typically take to migrate a loyalty program from Marsello to Rivo?
There is no verified standard timeline for a Marsello-to-Rivo migration. Rivo provides migration services for transferring customer points and tiers, but the schedule depends on data volume, program complexity, custom rules, integrations, branding, approvals, and testing. Rivo reports a three-week membership migration for Partners Coffee, while other implementations may be shorter or longer. Request a written schedule after Rivo reviews a sample Marsello export.
Will I lose my existing customer loyalty data during the switch to Rivo?
Rivo supports bulk point-balance imports and documents migration services for customer points and VIP tiers. This does not guarantee that every Marsello field can be transferred automatically. Ask Rivo to identify supported and unsupported fields, test a sample import, reconcile record counts and balance totals, and document how historical transactions, active rewards, referral records, expired points, and duplicate customers will be handled.
Is Rivo compatible with my current Shopify Plus tech stack?
Rivo publishes more than 50 integrations and documents connections with platforms such as Klaviyo, Gorgias, Postscript, Recharge, Skio, Attentive, Okendo, Shopify Flow, and Shopify POS. Compatibility still depends on the exact workflow, product version, plan, and data required. Ask Rivo to demonstrate each business-critical integration and confirm supported events, fields, actions, update frequency, and ownership of technical support.
How does Rivo's pricing work for growing brands?
Rivo currently lists Free, Essential, and Scale self-service options, an Accounts product, and Custom configurations. Scale is marketed from $49 per month, but the current order allowances and included functionality should be checked directly on Rivo’s pricing page. Do not rely on the older Free, Scale, Plus, and Enterprise matrix without written confirmation. Request a quote covering all required products, order volume, integrations, support, onboarding, developer access, additional stores, and any usage-based fees.
Does Rivo offer support for evaluating the platform before switching?
Rivo publishes a free trial along with interactive, recorded, and sales-led demo options. Rivo also says its plans include access to email and chat support, while higher-tier arrangements may provide additional onboarding or success resources. Confirm which features are available in the trial, whether migration testing is included, what data can be imported, and whether technical support will review the merchant’s specific Shopify configuration before a final commitment.
